1900 Wealth Management’s Equifax EFX Stock Holding History

1900 Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$842K	Buy	5,307 +516	+11%	+$88K	0.05%	136
2026 Q1	$863K	Buy	4,791 +380	+9%	+$75.5K	0.06%	117
2025 Q4	$957K	Buy	4,411 +137	+3%	+$30K	0.06%	112
2025 Q3	$1.1M	Hold	4,274	–	–	0.07%	100
2025 Q2	$1.11M	Buy	4,274 +1	+0%	+$254	0.08%	91
2025 Q1	$1.04M	Hold	4,273	–	–	0.09%	94
2024 Q4	$1.09M	Hold	4,273	–	–	0.09%	93
2024 Q3	$1.26M	Hold	4,273	–	–	0.11%	84
2024 Q2	$1.04M	Hold	4,273	–	–	0.1%	96
2024 Q1	$1.14M	Hold	4,273	–	–	0.1%	101
2023 Q4	$1.06M	Hold	4,273	–	–	0.1%	138
2023 Q3	$783K	Hold	4,273	–	–	0.08%	157
2023 Q2	$1.01M	Hold	4,273	–	–	0.1%	121
2023 Q1	$831K	Hold	4,273	–	–	0.09%	129
2022 Q4	$831K	Hold	4,273	–	–	0.09%	130
2022 Q3	$733K	Hold	4,273	–	–	0.09%	130
2022 Q2	$781K	Hold	4,273	–	–	0.09%	128
2022 Q1	$1.01M	Hold	4,273	–	–	0.1%	121
2021 Q4	$1.25M	Sell	4,273 -1,000	-19%	-$278K	0.11%	115
2021 Q3	$1.34M	Hold	5,273	–	–	0.13%	106
2021 Q2	$1.26M	Hold	5,273	–	–	0.12%	104
2021 Q1	$955K	Buy	+5,273	New	+$931K	0.07%	99

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

1900 Wealth Management's EFX Position: Q2 2026 in Review

1900 Wealth Management increased its Equifax (EFX) stake by 11% in Q2 2026, buying an estimated $88K and bringing the position to 5,307 shares worth $842K. The position accounts for 0.05% of the portfolio, ranked #136.

1900 Wealth Management first reported a position in EFX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.34M in Q3 2021. 838 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

1900 Wealth Management held 5,307 shares of Equifax worth $842K as of Q2 2026.
1900 Wealth Management bought 516 Equifax shares in Q2 2026, an estimated $88K.
Equifax made up 0.05% of 1900 Wealth Management's portfolio in Q2 2026, its #136 holding.
1900 Wealth Management first reported a position in Equifax in Q1 2021 and has held it in 22 quarters since.
1900 Wealth Management's Equifax position peaked at $1.34M in Q3 2021.
838 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.